Guided Wealth
Curated by SignalFinancial planning solutions combining technology with expert advisory services.
Overview
Guided Wealth is a fintech company that offers solutions aimed at financial planners and advisors. The company provides tools designed to assist in client management and investment strategies. Its platform includes features such as a personal wealth dashboard, detailed reporting, and consolidated performance tracking, which are intended to help affluent individuals and institutions manage their financial needs. Guided Wealth incorporates predictive analytics, robo-advisory services, and secure client portals to provide insights and facilitate communication. The company's mission is to offer personalized investment management through a combination of technology and advisory services, addressing the complexities clients face in their financial management. The platform's distinguishing features include its customized tools and the integration of technology with personal advisory services.
Key facts
- Founded
- 2016
- Headquarters
- Huntington Beach, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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